Filed June 4, 2020 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,411 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,539 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,197 | $129,021+4.0% | $184,203-27.1% | $77,643+72.8% |
| Participation rate | 97.8% | 87.3%+10.5pp | 86.8%+11.0pp | 70.6%+27.3pp |
| Annual return | 12.10% | 33.27%-21.2pp | 28.81%-16.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,858 | $4,413-57.9% | $6,427-71.1% | $2,726-31.8% |
| Participant deferral / active EE | $6,072 | $7,297-16.8% | $9,131-33.5% | $4,647+30.6% |
| Admin fee / account holder | $247 | $254-2.6% | $13,901-98.2% | $430-42.6% |